Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching investments with the point in time when they will be needed to meet...
financial planning
179. 5 Predictions For An Economic ‘Soft Landing’ That Were Totally Wrong
Laura Stover, RFC® is joined by guest co-host Darlene Tucker, CFP® today. This week’s weekend brief comes from Forbes: “5 Predictions For An Economic ‘Soft Landing’ That Were Totally Wrong.” With a lot of uncertainty in the world, and now 2 wars going on,...
175. What Clients (Actually) Value Most in a Financial Advisor
In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. The importance of effective communication between clients and advisors and the need for a...
168. What is a Registered Investment Advisor?
Once you make the decision to take the next step toward ensuring a solid financial future, the next is who you should work with. There are all types of financial professionals that provide a variety of services, and one that we get asked about is the registered...
163. 8 Reasons Advisors are Worth Their Fees
Fiscally conscious investors want to get the most for their money, and when it comes to working with an advisor, it’s important to understand the fee structure and what value they’ll provide. Now that anyone can research and access information at the click of a mouse,...
138. The Hustler – Lessons From a Young Warren Buffett
No matter how experienced you are with money, there’s always room to grow and learn. It’s a characteristic you’ll find in the most successful people, including one of the greatest investors of all time, Warren Buffett. Today’s show will focus on the life and career of...
104. Do You Want Real Financial Security? Don’t Follow the Status Quo
Everyone has in their mind the concept of designing an ideal retirement savings portfolio, but should you be blindly following the same methods that people have always used? Large institutions have been telling people for decades to pump money into their tax-deferred...
96. The Financial Planning Process
We discuss many different money management tools on our show but having a defined process is perhaps the most important thing investors need to consider when constructing their plan. Having a process allows you and your assets to perform at peak capacity. Customized...